Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | NVIT Loomis Short Term Bond Fund cheaper | 64% | 0.40% | Nationwide Fund Advisors |
| 2 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 28% | 0.35% | Loomis, Sayles & Company, L.P. |
| 3 | Nationwide Loomis Core Bond Fund · NWJGX, NWJHX, NWJIX, NWJJX, NWAZX cheaper | 23% | 0.35% | Nationwide Fund Advisors |
| 4 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 16% | 0.49% | ALPS Advisors, Inc. |
| 5 | NVIT Loomis Core Bond Fund | 15% | 0.44% | Nationwide Fund Advisors |
| 6 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX diff. adviser | 14% | 0.50% | T. Rowe Price Associates, Inc. |
| 7 | PGIM Short Duration Multi-Sector Bond ETF · PSDM cheaper diff. adviser | 12% | 0.40% | PGIM INVESTMENTS LLC |
| 8 | Fidelity SAI Short-Term Bond Fund · FZOMX cheaper diff. adviser | 11% | 0.21% | Fidelity Management & Research Company LLC |
| 9 | EQ/Core Plus Bond Portfolio diff. adviser | 11% | 0.68% | Equitable Investment Management Group, LLC |
| 10 | Fidelity Sustainable Low Duration Bond Fund · FAMZX, FAPBX, FANDX, FAPDX, FAPEX, FAPGX cheaper diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 11 | Fidelity SAI Sustainable Low Duration Bond Fund · FAPFX cheaper diff. adviser | 10% | 0.20% | Fidelity Management & Research Company LLC |
| 12 | Payden Low Duration Fund · PYSBX, PYLDX, PYLWX cheaper diff. adviser | 10% | 0.38% | Payden & Rygel |
| 13 | Nationwide Bailard Cognitive Value Fund · NWHDX, NWHEX, NWHFX, NWHGX, NWHHX | 10% | 0.73% | Nationwide Fund Advisors |
| 14 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX diff. adviser | 9% | 0.77% | Hussman Strategic Advisors, Inc. |
| 15 | Wasatch-Hoisington U.S. Treasury Fund · WHOSX diff. adviser | 9% | 0.73% | Wasatch Advisors LP |
| 16 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX diff. adviser | 9% | 0.45% | Hartford Funds Management Company, LLC |
| 17 | Strategic Advisers Short Duration Fund · FAUDX cheaper diff. adviser | 9% | 0.20% | Strategic Advisers LLC |
| 18 | Short-Term Bond Portfolio cheaper diff. adviser | 9% | 0.40% | Mason Street Advisors, LLC |
| 19 | EQ/AB Short Duration Government Bond Portfolio diff. adviser | 9% | 0.52% | Equitable Investment Management Group, LLC |
| 20 | Fidelity Low Duration Bond ETF · FLDB cheaper diff. adviser | 9% | 0.20% | Fidelity Management & Research Company LLC |
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